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Configuring People: Mapping Vendors

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If you’re exporting expense reimbursements as bills to your accounting system, your users must be mapped to their vendors. If this association is not completed, this error will appear during export. map_vendors_1.jpg

To map vendors:

  • Go to Settings.
  • Click on Manage Lists.
  • Under People, click on a user.
  • Click on the Mapping tab, and select the proper Vendor Name in Accounting System to map the individual to. map_vendors_2.jpg
  • Click Save.
  • If you cannot find a vendor in the drop-down menu, first, make sure that the vendor has been created in your accounting system. Then, go to Settings > Integration & Sync > click Sync Now to kick off a manual sync. map_vendors_3.jpg

 

 
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